See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,442 | $104,974-19.6% | $95,585-11.7% | $142,382-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.15% | 210.33%-203.2pp | 38.56%-31.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,042 | $2,779+9.5% | $2,527+20.4% | $4,299-29.2% |
| Participant deferral / active EE | $13,112 | $4,352+201.3% | $4,023+226.0% | $6,507+101.5% |
| Admin fee / account holder | $4,986 | $6,386-21.9% | $6,127-18.6% | $12,624-60.5% |